Purchases and Sales Made in Q4 2023 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q4 2023. The information is specifically focused on institutions that hold shares of ZACKS TR EARNINGS CONSTANT POR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
146K+ 61.36% |
$3.4M - $3.84M
|
385K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
130KNew |
$3.02M - $3.41M
|
130K
$3.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
19.5K+ 27.19% |
$453K - $511K
|
91.3K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.7KNew |
$272K - $306K
|
11.7K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10.9KNew |
$252K - $285K
|
10.9K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.88KNew |
$183K - $206K
|
7.88K
$241K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
5.88K+ 13.73% |
$137K - $154K
|
48.7K
$1.49M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 100.0% |
$4.64K - $5.24K
|
400
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
199New |
$4.62K - $5.21K
|
199
$6.09K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 0.73% |
$441 - $498
|
2.64K
$80.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$46.4 - $52.4
|
2
$61.2
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.2 - $26.2
|
2
$61.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-76- 0.03% |
$1.76K - $1.99K
|
294K
$9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.4K- 3.12% |
$55.8K - $62.9K
|
74.5K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5.87K- 1.68% |
$136K - $154K
|
343K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67.3K- 86.12% |
$1.56M - $1.76M
|
10.9K
$332K
|